Certara, Inc.
CERT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001827090
No open-market purchases or sales by Certara, Inc. insiders were filed in the last 90 days; 241 institutions reported holding it in 13F filings for Q2 2026, worth $880.2M in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Certara, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 192
- +30 vs. Q2 2022
- Shares held
- 121.8M
- −2.13M (−1.7%) vs. Q2 2022
- Total value
- $1.62B
- −$1.04B (−39.2%) vs. Q2 2022
- New holders
- 47
- 65 more added
- Sold out
- 17
- 59 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CERT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 241 | $880.2M |
| Q1 2026 | 257 | $770.4M |
| Q4 2025 | 256 | $1.30B |
| Q3 2025 | 242 | $1.72B |
| Q2 2025 | 237 | $1.50B |
| Q1 2025 | 242 | $1.21B |
| Q4 2024 | 223 | $1.24B |
| Q3 2024 | 227 | $1.36B |
| Q2 2024 | 216 | $1.66B |
| Q1 2024 | 220 | $2.15B |
| Q4 2023 | 213 | $2.08B |
| Q3 2023 | 202 | $1.57B |
| Q2 2023 | 211 | $1.98B |
| Q1 2023 | 216 | $2.62B |
| Q4 2022 | 200 | $1.51B |
| Q3 2022 | 192 | $1.62B |
| Q2 2022 | 164 | $2.66B |
| Q1 2022 | 165 | $1.85B |
| Q4 2021 | 162 | $2.37B |
| Q3 2021 | 141 | $2.36B |
| Q2 2021 | 93 | $1.30B |
| Q1 2021 | 97 | $1.19B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Certara, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | −12−48.0% | Reduced |
| Quadrant Capital Group LLC | 7 | $0 | 0.00% | −4−36.4% | Reduced |
| Covestor Ltd | 14 | $0 | 0.00% | −3−17.6% | Reduced |
| Ellevest, Inc. | 3 | $0 | 0.00% | +3 | New |
| Lindbrook Capital, LLC | 18 | $0 | 0.00% | +18 | New |
| Rockefeller Capital Management L.P. | 99 | $1.00K | 0.00% | −1,076−91.6% | Reduced |
| Loomis Sayles & Co L P | 103 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 51 | $1.00K | 0.00% | −25−32.9% | Reduced |
| Parallel Advisors, LLC | 96 | $1.00K | 0.00% | −12−11.1% | Reduced |
| Bellevue Asset Management, LLC | 79 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 106 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 103 | $1.00K | 0.00% | +103 | New |
| Gradient Investments LLC | 52 | $1.00K | 0.00% | +52 | New |
| Almanack Investment Partners, LLC. | 34 | $1.00K | 0.00% | +34 | New |
| TD Private Client Wealth LLC | 113 | $1.50K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 131 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 139 | $2.00K | 0.00% | +28+25.2% | Added |
| Ronald Blue Trust, Inc. | 115 | $2.00K | 0.00% | +115 | New |
| National Bank of Canada | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 204 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 302 | $4.00K | 0.00% | +302 | New |
| Annapolis Financial Services, LLC | 372 | $5.00K | 0.00% | +372 | New |
| Huntington National Bank | 451 | $6.00K | 0.00% | +19+4.4% | Added |
| Signaturefd, LLC | 529 | $7.00K | 0.00% | +170+47.4% | Added |
| IFP Advisors, Inc | 167 | $7.00K | 0.00% | +167 | New |
| Leonteq Securities AG | 666 | $8.84K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 818 | $11.0K | 0.00% | +74+9.9% | Added |
| Riverview Trust Co | 855 | $11.0K | 0.01% | +855 | New |
| Bessemer Group Inc | 947 | $13.0K | 0.00% | −167,033−99.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,040 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,249 | $16.0K | 0.00% | +33+2.7% | Added |
| First Horizon Advisors, Inc. | 1,540 | $20.0K | 0.00% | +53+3.6% | Added |
| American International Group, Inc. | 1,608 | $21.0K | 0.00% | +6+0.4% | Added |
| State of Wyoming | 1,580 | $21.0K | 0.01% | +1,580 | New |
| Fifth Third Bancorp | 2,170 | $29.0K | 0.00% | +111+5.4% | Added |
| FourThought Financial, LLC | 2,638 | $35.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,599 | $35.0K | 0.01% | +147+6.0% | Added |
| UBS Group AG | 3,508 | $47.0K | 0.00% | −36,463−91.2% | Reduced |
| Parkside Financial Bank & Trust | 3,619 | $48.0K | 0.02% | +154+4.4% | Added |
| Macquarie Group Ltd | 2,990 | $62.0K | 0.00% | −1,659−35.7% | Reduced |
| Wells Fargo & Company | 4,739 | $63.0K | 0.00% | −10,208−68.3% | Reduced |
| The PNC Financial Services Group, Inc. | 4,778 | $64.0K | 0.00% | −205−4.1% | Reduced |
| Heritage Wealth Management, LLC | 5,497 | $73.0K | 0.02% | +28+0.5% | Added |
| MetLife Investment Management | 5,504 | $73.1K | 0.00% | −16−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,224 | $95.0K | 0.00% | +7,224 | New |
| Amundi | 7,821 | $109.0K | 0.00% | +7,821 | New |
| Verition Fund Management LLC | 10,143 | $135.0K | 0.00% | +10,143 | New |
| Victory Capital Management Inc | 11,438 | $152.0K | 0.00% | −2,709−19.1% | Reduced |
| Landscape Capital Management, L.L.C. | 11,656 | $155.0K | 0.02% | +11,656 | New |
| Commonwealth Equity Services, LLC | 11,952 | $158.0K | 0.00% | +11,952 | New |
| HSBC Holdings PLC | 11,885 | $159.0K | 0.00% | +1,006+9.2% | Added |
| Vontobel Holding Ltd. | 12,154 | $161.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,322 | $164.0K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 12,535 | $166.0K | 0.09% | +12,535 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 12,548 | $167.0K | 0.00% | +12,548 | New |
| Yarbrough Capital, LLC | 12,954 | $172.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,527 | $180.0K | 0.00% | −428−3.1% | Reduced |
| Icon Wealth Advisors, LLC | 14,382 | $191.0K | 0.02% | +14,382 | New |
| MML Investors Services, LLC | 14,443 | $192.0K | 0.00% | +840+6.2% | Added |
| Handelsbanken Fonder AB | 14,800 | $197.0K | 0.00% | 00.0% | Unchanged |
| Connacht Asset Management LP | 14,978 | $199.0K | 0.38% | +1,091+7.9% | Added |
| Teacher Retirement System of Texas | 15,039 | $200.0K | 0.00% | −1,324−8.1% | Reduced |
| Public Employees Retirement Association of Colorado | 15,831 | $210.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 15,915 | $211.0K | 0.00% | −93−0.6% | Reduced |
| Holocene Advisors, LP | 16,085 | $214.0K | 0.00% | −36,016−69.1% | Reduced |
| Truist Financial Corp | 16,111 | $214.0K | 0.00% | −183−1.1% | Reduced |
| HighTower Advisors, LLC | 16,177 | $215.0K | 0.00% | −3,198−16.5% | Reduced |
| Point72 Hong Kong Ltd | 17,012 | $226.0K | 0.01% | +17,012 | New |
| Silvercrest Asset Management Group LLC | 17,602 | $234.0K | 0.00% | +3,219+22.4% | Added |
| Vestmark Advisory Solutions, Inc. | 18,220 | $242.0K | 0.01% | −304−1.6% | Reduced |
| Petrus Trust Company, LTA | 19,559 | $260.0K | 0.04% | +19,559 | New |
| Gotham Asset Management, LLC | 20,829 | $277.0K | 0.01% | −12,153−36.8% | Reduced |
| XTX Topco Ltd | 21,647 | $287.0K | 0.07% | +21,647 | New |
| Jane Street Group, LLC | 22,394 | $297.0K | 0.00% | −179,570−88.9% | Reduced |
| US Bancorp | 22,309 | $297.0K | 0.00% | +2,334+11.7% | Added |
| New York Life Investment Management LLC | 23,431 | $311.0K | 0.00% | +1,721+7.9% | Added |
| Amalgamated Bank | 24,348 | $323.0K | 0.00% | +201+0.8% | Added |
| Advisor Group Holdings, Inc. | 26,026 | $346.0K | 0.00% | +68+0.3% | Added |
| Voya Financial Advisors, Inc. | 26,254 | $349.0K | 0.05% | +458+1.8% | Added |
| Renaissance Technologies LLC | 27,800 | $369.0K | 0.00% | −2,200−7.3% | Reduced |
| Commerce Bank | 28,103 | $373.0K | 0.00% | +14,279+103.3% | Added |
| Arizona State Retirement System | 28,234 | $375.0K | 0.00% | +106+0.4% | Added |
| Ensign Peak Advisors, Inc | 28,320 | $376.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 31,768 | $422.0K | 0.01% | +31,768 | New |
| Principal Financial Group Inc | 32,132 | $427.0K | 0.00% | −703−2.1% | Reduced |
| Bell Bank | 33,421 | $444.0K | 0.06% | +189+0.6% | Added |
| Voya Investment Management LLC | 36,419 | $483.6K | 0.00% | −837−2.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 38,098 | $506.0K | 0.00% | +6,788+21.7% | Added |
| Citadel Advisors LLC | 40,053 | $532.0K | 0.00% | +40,053 | New |
| Barclays PLC | 41,194 | $547.0K | 0.00% | +22,544+120.9% | Added |
| Alliancebernstein L.P. | 43,246 | $574.0K | 0.00% | −3,103,752−98.6% | Reduced |
| Janney Montgomery Scott LLC | 43,677 | $580.0K | 0.00% | −95−0.2% | Reduced |
| Quantbot Technologies LP | 43,781 | $581.0K | 0.04% | +43,781 | New |
| PDT Partners, LLC | 48,763 | $648.0K | 0.10% | +48,763 | New |
| BNP Paribas Arbitrage, SA | 49,184 | $653.2K | 0.00% | +49,184 | New |
| Graham Capital Management, L.P. | 49,299 | $654.0K | 0.03% | +49,299 | New |
| Treasurer of the State of North Carolina | 49,804 | $661.0K | 0.00% | +640+1.3% | Added |
| M&T Bank Corp | 51,423 | $683.0K | 0.00% | +12,299+31.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 54,136 | $718.9K | 0.07% | +54,136 | New |
| Manufacturers Life Insurance Company, The | 55,432 | $737.7K | 0.00% | −349−0.6% | Reduced |